Wealth Advisor - PNC Wealth Management

Exciting opportunity for a Wealth Advisor to consult on investment and insurance strategies, develop financial plans, and grow a client portfolio. Key responsibilities include delivering exceptional client experiences and managing client relationships. Ideal for candidates with relevant industry experience and strong financial expertise.

Skills

• finra series 7 license
• finra series 66 license
• life and health insurance license
• investment strategy development
• financial planning
• client relationship management
• insurance product knowledge
• credit risk analysis
• financial analysis
• financial modeling
• client prospecting
• sales management
• coaching
• customer experience management
• risk management
• public speaking
• pipeline management
• business development
• referral management
• customer retention
• interpersonal relationships
• managing multiple priorities